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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | San Mateo | CA | 03/1999 | 06/2024 |
| Securities America Advisors, Inc. | San Mateo | CA | 05/2000 | 06/2024 |
| Osaic Wealth, Inc. | Fresno | CA | 06/2024 | Present |
| Osaic Wealth, Inc. | Fresno | CA | 06/2024 | Present |
DBA: Caviglia Financial CAVIGLIA FINANCIAL POSITION: Representative NATURE: SECURITIES AMERICA ADVISORS, INC. - INVESTMENT ADVISOR REPRESENTATIVE- INVESTMENT ADVISORY- INVESTMENT RELATED- START DATE:6/1999 LOCATED AT575 E. LOCUST AVE. STE 310 FRESNO, 93720 INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 130 START DATE: 06/19/1999 ADDRESS: 575 E. Locust Ave. Ste 310, Fresno CA 93720, United States DESCRIPTION: Investment advisory services JOHN CAVIGLIA POSITION: Sales NATURE: INSURANCE SALES- AGENT - INVESTMENT RELATED- START DATE: 2/1999 LOCATED AT 575 East Locust Ave. Fresno, CA 93720 INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/1999 ADDRESS: 575 East Locust Ave. Ste. 310, Fresno CA 93720, United States DESCRIPTION: Insurance Sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-01 |
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